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SCHW

Charles Schwab

Name Holding Trade Value Shares
Change
Change in
Stake
MVA
851
Mount Vernon Associates
Maryland
$2.8M
PAS
852
Parsonex Advisory Services
Colorado
$2.8M +$281K +2,863 +11%
Capstone Investment Advisors
853
Capstone Investment Advisors
New York
$2.8M +$2.92M +29,793 New
HIMS
854
Hager Investment Management Services
New Hampshire
$2.79M +$68.3K +696 +2%
RWM
855
Ritholtz Wealth Management
New York
$2.79M -$5.98K -61 -0.2%
KA
856
Kintegral Advisory
New York
$2.78M -$128K -1,310 -4%
CII
857
Capital International Inc
California
$2.78M +$229K +2,338 +9%
CNC
858
Canandaigua National Corp
New York
$2.77M +$2.89M +29,486 New
SC
859
Savant Capital
Illinois
$2.74M +$619K +6,309 +28%
BAM
860
Bayview Asset Management
Florida
$2.72M +$2.84M +28,977 New
LFM
861
LGT Fund Management
Liechtenstein
$2.72M -$160K -1,634 -5%
BCM
862
Bridgeway Capital Management
Texas
$2.72M
FTWA
863
Fifth Third Wealth Advisors
Ohio
$2.71M +$328K +3,342 +13%
WIM
864
WealthPlan Investment Management
Nebraska
$2.71M +$962K +9,810 +52%
CIAS
865
Capital Investment Advisory Services
North Carolina
$2.7M -$93.6K -954 -3%
EWM
866
EPG Wealth Management
Georgia
$2.7M +$46.4K +473 +2%
CC
867
Cypress Capital
Tennessee
$2.7M -$30.8K -314 -1%
LGA
868
Lebenthal Global Advisors
New York
$2.7M +$647K +6,597 +30%
TE
869
Tema ETFs
New York
$2.69M +$14.4K +147 +0.5%
KA
870
Kozak & Associates
Colorado
$2.68M -$178K -1,816 -6%
DWM
871
Dakota Wealth Management
Florida
$2.68M -$890K -9,071 -24%
VFA
872
Valeo Financial Advisors
Indiana
$2.66M -$656K -6,686 -19%
CCWM
873
Correct Capital Wealth Management
Missouri
$2.66M -$1.01M -10,312 -27%
LAM
874
L2 Asset Management
Massachusetts
$2.65M +$558K +5,689 +25%
MYLI
875
Meiji Yasuda Life Insurance
Japan
$2.64M -$57.9K -590 -2%